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Portfolio (Quarterly) Guide ↗

MSH Capital Advisors LLC

· CIK 0002056306
13F Portfolio $468M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 274 New
Page 9 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFF ISHARES TR 19,677.0 $609K 0.13% NEW $30.96 -0.6%
162 IWD ISHARES TR 2,886.0 $607K 0.13% NEW $210.36 +14.5%
163 BA BOEING CO Industrials 2,769.0 $601K 0.13% NEW $217.12 -0.2%
164 VWO VANGUARD INTL EQUITY INDEX F 11,135.0 $599K 0.13% NEW $53.76 +10.4%
165 JEPQ J P MORGAN EXCHANGE TRADED F 10,055.0 $584K 0.12% NEW $58.12 +3.0%
166 MO ALTRIA GROUP INC Consumer Defensive 9,912.0 $572K 0.12% NEW $57.66 +24.2%
167 BKNG BOOKING HOLDINGS INC Consumer Cyclical 106.0 $568K 0.12% NEW $5355.33 -96.8%
168 TLH ISHARES TR 5,529.0 $562K 0.12% NEW $101.67 -1.6%
169 GE GE AEROSPACE Industrials 1,802.0 $555K 0.12% NEW $308.01 +15.7%
170 CGGE CAPITAL GROUP GLOBAL EQUITY 17,537.0 $555K 0.12% NEW $31.63 +8.3%
171 CAMBRIA ETF TR 22,001.0 $554K 0.12% NEW $25.16
172 PFFD GLOBAL X FDS 28,927.0 $547K 0.12% NEW $18.91 -0.9%
173 DIS DISNEY WALT CO Communication Services 4,669.0 $531K 0.11% NEW $113.78 -9.0%
174 THRO BLACKROCK ETF TRUST 13,770.0 $531K 0.11% NEW $38.56 +9.9%
175 COP CONOCOPHILLIPS Energy 5,661.0 $530K 0.11% NEW $93.62 +17.5%
176 SKT TANGER INC Real Estate 15,548.0 $519K 0.11% NEW $33.37 +19.9%
177 XLF SELECT SECTOR SPDR TR 9,409.0 $515K 0.11% NEW $54.77 -1.6%
178 DHS WISDOMTREE TR 4,949.0 $504K 0.11% NEW $101.82 +11.2%
179 SPMO INVESCO EXCH TRADED FD TR II 4,219.0 $503K 0.11% NEW $119.31 +29.4%
180 IAGG ISHARES TR 9,683.0 $484K 0.10% NEW $50.01 +0.9%
Page 9 of 14  ·  274 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.9%
Financial Services 18.8%
Healthcare 7.5%
Consumer Cyclical 7.3%
Industrials 7.3%
Consumer Defensive 6.2%
Energy 6.0%
Utilities 5.0%
Communication Services 4.5%
Real Estate 4.3%